Koa Wealth Management
MSFT icon

Koa Wealth Management’s Microsoft MSFT Stock Holding History

Koa Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.55M Buy
6,922
+2,090
+43% +$967K 2.3% 12
2026
Q2 		$1.8M Buy
4,832
+364
+8% +$147K 1.23% 23
2026
Q1 		$1.65M Buy
4,468
+122
+3% +$51K 1.2% 27
2025
Q4 		$2.1M Buy
4,346
+1,152
+36% +$577K 1.44% 22
2025
Q3 		$1.65M Sell
3,194
-21
-0.7% -$10.7K 1.23% 28
2025
Q2 		$1.6M Sell
3,215
-15
-0.5% -$6.51K 1.27% 28
2025
Q1 		$1.21M Sell
3,230
-14
-0.4% -$5.71K 0.98% 32
2024
Q4 		$1.37M Sell
3,244
-34
-1% -$14.5K 1.12% 29
2024
Q3 		$1.41M Buy
3,278
+124
+4% +$53K 1.09% 32
2024
Q2 		$1.41M Sell
3,154
-93
-3% -$39.3K 1.19% 28
2024
Q1 		$1.37M Buy
3,247
+947
+41% +$383K 1.23% 25
2023
Q4 		$865K Buy
+2,300
New +$819K 0.85% 29

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Koa Wealth Management's MSFT Position: Q3 2026 in Review

Koa Wealth Management increased its Microsoft (MSFT) stake by 43% in Q3 2026, buying an estimated $967K and bringing the position to 6,922 shares worth $3.55M. The position accounts for 2.3% of the portfolio, ranked #12.

Koa Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Koa Wealth Management held 6,922 shares of Microsoft worth $3.55M as of Q3 2026.
  • Koa Wealth Management bought 2,090 Microsoft shares in Q3 2026, an estimated $967K.
  • Microsoft made up 2.3% of Koa Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Koa Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.